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Martin S

Series 63, Series 65

Upper Sandusky, OH

Eagle Strategies (NY Life)

Martin Stansbery is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 credentials and has 15 years of industry experience. He has been associated with New York Life and related entities since 2010 and also operates Baker Financial Services, LLC d.b.a. Baker Financial Group. Outside of his advisory work, Stansbery serves as president of the Upper Sandusky Rotary Club and volunteers with the United Way of Wyandot County. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and delivers solutions across multiple program types, including fee-based hourly advice, retirement plan consulting, and co-advisory relationships with third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Chad B

Series 63, Series 65

Upper Sandusky, OH

Eagle Strategies (NY Life)

Chad Baker is a financial advisor with Eagle Strategies (NY Life) based in Upper Sandusky, Ohio. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His work history includes roles at Baker Financial Services, LLC, also operating as Baker Moyer Financial Group and Baker Financial Group, as well as longstanding affiliations with Nylife Securities Inc. and New York Life Insurance Company since 1999. Outside of his advisory work, he is a member of Woodcock Woods, LLC, which owns a hunting camp shared with partners. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored recommendations and a predominantly non-discretionary asset management approach.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Emily W

Series 66

Upper Sandusky, OH

Eagle Strategies (NY Life)

Emily Wurm is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and four years of industry experience. Her prior work includes roles at NYLIFE Securities LLC, Baker Financial Group, and Nationwide Insurance. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm focuses on tailored advice and offers multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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